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iShares iBonds Dec 2027 Term Muni Bond ETF

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 113122 (+9)

8% more capital invested

Capital invested by funds: $350M → $378M (+$27.8M)

1.83% less ownership

Funds ownership: 93.11%91.28% (-1.8%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
62
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Prism Advisors
California
$1.13M
LNC
52
Lincoln National Corp
Pennsylvania
$1.08M +$830K +32,848 +322%
RAG
53
RIA Advisory Group
Iowa
$1.06M +$1.07M +42,301 New
VA
54
Valmark Advisers
Ohio
$997K +$189K +7,475 +23%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$993K +$44K +1,742 +5%
SSB
56
Sandy Spring Bank
Maryland
$985K +$9.98K +395 +1%
RFC
57
Regions Financial Corp
Alabama
$962K -$73K -2,888 -7%
RHP
58
Royal Harbor Partners
Texas
$898K +$65.5K +2,591 +8%
FTUS
59
Flow Traders U.S.
New York
$890K +$642K +25,424 +256%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$880K +$720K +28,507 +443%
EPW
61
Evergreen Private Wealth
Colorado
$879K +$93.3K +3,691 +12%
CIA
62
Capital Investment Advisors
Georgia
$871K +$12.6K +497 +1%
GSIAS
63
Garden State Investment Advisory Services
New Jersey
$871K -$25 -1 -0%
IA
64
IFP Advisors
Florida
$843K +$45.2K +1,790 +6%
GHA
65
Granite Harbor Advisors
Texas
$836K +$147K +5,826 +21%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$804K +$758 +30 +0.1%
SCA
67
Snowden Capital Advisors
New York
$780K +$783K +31,000 New
CIM
68
Confluence Investment Management
Missouri
$779K +$465K +18,417 +147%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$755K +$272K +10,768 +56%
FFG
70
Foundry Financial Group
New Hampshire
$746K -$42.6K -1,685 -5%
Osaic Holdings
71
Osaic Holdings
Arizona
$732K +$317K +12,536 +76%
HCM
72
Howland Capital Management
Massachusetts
$701K +$331K +13,100 +89%
Lido Advisors
73
Lido Advisors
California
$687K -$177K -6,986 -20%
ST
74
Spinnaker Trust
Maine
$680K +$449K +17,774 +193%
CCM
75
Coldstream Capital Management
Washington
$649K +$651K +25,779 New